As a Senior Financial Planner, Irene Giman is passionate about serving as financial coach for her clients. She is committed to understanding each of her client’s unique situations, and what their hopes are now and in the future. Irene has a strong background in working with executives with complex compensation packages as well as business owners with their unique circumstances in growing, running, and, ultimately, monetizing their businesses. Irene is also a valuable advisor to women in transition, be it personal or professional transition. Irene is very sensitive to the unique planning issues of the modern family, including remarriage, blended families, same sex relationships, and cohabitation.

Irene has extensive experience in financial advising and investment management. Prior to joining RTD and its affiliates in 2011, Irene was a Director of Private Placements at TIAA-CREF, responsible for investing and managing a $1 billion portfolio. Irene earned her MBA in Finance from The Wharton School of the University of Pennsylvania and her BA in Economics from Mount Holyoke College, where she was member of Omicron Delta Epsilon, the International Economics Honor Society.

Irene is committed to excellence in her profession. In addition to being a CERTIFIED FINANCIAL PLANNER® practitioner, Irene is also a Chartered Financial Analyst, a certification earned only after passing three rigorous exams, and considered the gold standard in investment analysis.

Irene is passionate about the importance of providing unbiased financial guidance. She has lectured at the Fox School of Business of Temple University, as well as presented at the Entrepreneur’s Forum of Greater Philadelphia, XPX of Philadelphia (the Business Exit Planning Group) and the 50 and Beyond Symposium in South Jersey.  Irene has been featured in the WSJ.com blog and quoted in publications ranging from Consumer Reports to Fidelity.com.

Irene is an active member of her community.  She has served on several local Boards and is currently on the Leadership Council of Impact 100SJ, serving as Chair of the Grant Review Committee.  In her free time, Irene is an avid cyclist and enjoys teaching spinning classes at her gym.